-17.8%
JBLU vs AMIX
-99.9%
+82.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | +1.1% | -3.4% | +4.5% | +1.2% |
| 30D | -25.5% | -54.4% | +28.8% | -24.9% |
| 3M | -5.0% | -45.7% | +40.7% | -6.1% |
| 6M | +0.7% | -49.2% | +49.8% | -0.5% |
| YTD | -0.7% | -60.3% | +59.7% | -1.3% |
| 1Y | -12.7% | -81.4% | +68.6% | -11.9% |
| All | -17.8% | -99.9% | +82.0% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling